Pipedrive

Overview

Pipedrive is a deal-driven CRM and account management tool that can also be used throughout marketing and sales processes. 

With a straightforward UI and minimalist design, this small business CRM solution helps you visualize the sales process from start to finish, helping you stay organized and informed. 

You can enter, update, and find all data from just one dashboard view while adding new deals and contracts from both the desktop and mobile versions. Simply drag and drop deals between stages to move them throughout the pipeline.

Pipedrive’s Scheduler tool streamlines the process of booking meetings by allowing you to set and share regular availability time slots with a simple link. Users that work with Microsoft Teams or Zoom can also add video calls to Scheduler invites with integrations.

One of the best features of Pipedrive is its mobile apps that allow you to access deal and contact information when you’re working on the go. With the Nearby feature, you can also see which clients are near you in case you want to pop in for a visit.

Find out how your team is doing with Pipedrive’s reporting feature. At a glance, you can find which deals were lost and which were won as well as which are close to the sale. With the ability to see the conversion rate of all deal stages, you can better understand when and why you and your team are losing deals.

Key features

• Intuitive pipeline review
• Automatic follow-up functionality
• Track reasons for winning or losing sales
• Call, email, and contact history tracking
• Reporting with customized metric-tracking
• Meeting scheduler with Zoom integration
• Role-based permissions
• Mobile access and integrations